Adding Metadata and Tags to Stories

Adding Metadata

Adding Metadata to stories will generate more meaningful reports in the CRM system. A user can add Marketing and Metadata Keywords. Click the "Metadata" Tab and the top of the Create Content Page. 

To add a Metadata Keyword: 

1. Click on either "Add Marketing Field" or "Add CRM Field" based on your requirement. 

2. Select appropriate Property. 

3. Designate appropriate Value. 

4. Click Add to finalize and repeat for all Metadata Words. 

Adding Tags

Adding Tags will help in accurate search results. Using appropriate tags, users have an easier time finding the relevant content. Access the Create Quick Menu > Content. At the top of the Create Content Page, click the Tags tab. Once at the Tags section, a user can either type in the Tag Word in the Text Box, or select a Tag from the suggested words.